Stunning personal banker CV examples for this year

Begin your dream personal banker job with these CV tips, including the best ways to catch the hiring manager’s attention with your skills.



Table of Contents

  1. Personal banker CV examples
  2. What to highlight in a personal banker CV?
  3. Structure of a personal banker CV
  4. Do’s and don’ts for a personal banker CV
  5. FAQ: Personal banker CV

Personal banker CV examples

Managing finances, opening bank accounts and balancing risks and returns is an important role that helps many people daily. Providing banking services to cater to people’s financial needs is a significant responsibility, so creating a professional CV that shows you’re ready for this job is important. 

This article shows how you can present your skills, employment history and academic accomplishments in a way that impresses a hiring manager and increases your chances of securing your new job. 

What to highlight in a personal banker CV?

Getting a personal banker job starts with creating a great CV that shows you’ve got what it takes to help people with their finances. In a banker CV, you should highlight:

  • Relevant work experience that shows you can provide excellent customer service
  • The right skill set to handle financial products 
  • The correct educational qualifications 

Structure of a personal banker CV

The structure of your personal banker CV is usually defined by the CV format you choose. If you have plenty of previous banking experience, you should choose a chronological CV format that focuses on work experience. If you’re just starting in the banking industry or have gaps in your employment history, you can choose a functional CV format focusing on skills. If you are changing careers, you can choose a combination CV format highlighting skills and experience.

Once you decide which CV format best suits your professional profile, you can proceed with writing each of your CV sections.  
The first stage of writing a great banking CV is including a CV header. This contains your contact information. You need to include your name, location, phone number and email address. If you have professional portfolio links, you can also include them in the header. Ensure all this information is accurate so the recruiter can contact you.  
Professional summary or objective   
Whether you choose a professional summary or CV objective will depend on how many years of experience you have working in the banking industry. This 2-3 sentence paragraph intends to hook the recruiter’s attention, so it’s important to include striking information. You can include special skills or certifications that you think the hiring manager might value.   
You will write a professional summary if you have several years of experience. Focus on your most important achievements and work experience. However, if you don’t have much experience as a personal banker, you can focus on your career goals in a CV objective. You should explain how the role will allow you to meet your career intentions and how this makes up for a lack of experience.   
Include the right hard skills and soft skills in your CV. Hard skills are specific to a personal banking profession. Candidates usually gain these through training and experience. Soft skills aren’t specific to banking and transfer to several jobs, such as your interpersonal and communication skills. 

You should take skills directly from the job description for the best CV skills section. Here are some bullet points you can use:

  • Risk management 
  • Ability to meet sales goals 
  • Time management 
  • Customer accounts 
  • Interpersonal skills 
  • Problem-solving skills
  • Processing loan applications 
  • Financial planning 
  • Creating financial goals for clients 
  • Communication skills 
  • Striving for total customer satisfaction 
  • Working collaboratively with financial advisors 
  • Processing small business loans 
  • Opening new accounts 
  • Upholding strong customer relationships 
  • Meeting customer needs 
  • Making referrals 

Work experience  

Any work experience where you’ve shown exceptional customer service can be a valuable contribution to a personal banker’s CV. You need to list your work history in reverse-chronological order. This list starts from the most recent experience and works backward. Write 3-5 bullet points under each job title that include your primary duties, metrics and key accomplishments. Don’t forget to include your employer’s company name and employment dates.  

To become a personal banker, you don’t need a bachelor’s degree in finance or banking. Usually, banks only require a high school GED, high school diploma and previous customer service experience to start working. However, there are a few useful certifications you can gain to give your application a competitive edge:

  • Personal Banker Certificate 
  • Financial Analyst Certificate 
  • Certified Bank Teller 
  • Certified Management Accountant 

Individual banks might require their staff to take extra certifications to understand national banking regulations. This ensures that banks keep up with regulatory requirements. Be sure to include your degree and any certifications in your CV’s education section.

Do’s and don’ts for a personal banker CV

Here are some do’s and don’ts for a personal banker CV:



  • Use a CV builder or personal banker template to help structure your professional CV.
  • Include which financial services and financial products you’re familiar with in your skills section.
  • Read your CV and remove spelling, punctuation and grammar mistakes before you submit it. 


  • Write large chunks of text that make your CV too long or hard to read. Instead, use short, snappy sentences in a bullet point format.
  • Forget to use the job description for inspiration on skills and keywords. 
  • Include any irrelevant experience in your work experience section. This will clutter your CV.

FAQ: Personal banker CV

Q: Do I need to include a cover letter for a personal banker application?

Writing an effective cover letter is part of any successful job application. Cover letters help you explain your experience and banking skills in further detail, so you can retell your experiences working with clients and offering banking products. This helps to persuade the hiring manager that you’re the best candidate for the role. Use the CVHelp cover letter builder to help you build a quick and professional letter.

Q: How can I write a personal banker CV without a lot of experience?

You can still write a great personal banker CV without a lot of banking experience. Instead, use a functional CV format and focus on your skills. Add as many transferable skills that you think are beneficial to a banking role. You should also write a CV objective that highlights your career goals.

Q: How do I change my personal banker CV to apply to different jobs?

You’ll need to customize your CV for each application to include unique information. A great way of doing this is using keywords from the job description. Keywords usually describe the ideal candidate’s skills, education and work experience, so using these terms helps hiring managers and recruiters match you to the role.


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